Microsoft Dynamics 365 CRM + OpenAsset

Create a project in OpenAsset for a new opportunity in Microsoft Dynamics CRM 8 Online

Do you want to reduce the time and of time it takes to keep the list of projects in OpenAsset up to date? This Zapier integration will create a new project in OpenAsset every time someone creates a new Microsoft Dynamics CRM 8 Online opportunity.

Do you want to reduce the time and of time it takes to keep the list of projects in OpenAsset up to date? This Zapier integration will create a new project in OpenAsset every time someone creates a new Microsoft Dynamics CRM 8 Online opportunity.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Opportunity

    Triggers when a new opportunity is created.

    TriggerScheduled
  2. automatically do this!
    OpenAssetOpenAsset
    Create Project

    Creates a new project.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

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  • CRM (Customer Relationship Management)
  • Microsoft

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About OpenAsset

OpenAsset is a cloud Digital Asset Management (DAM) solution tailored to Architecture, Engineering, Construction (AEC) and Real Estate.
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Related categories

  • File Management & Storage